At Navel Private Wealth, we take a holistic approach to wealth management and financial planning to help our clients achieve true financial freedom and happiness. Our personalised services include cash flow management, investment advice, debt management, tax planning, insurance solutions, superannuation, estate and retirement planning, and more. We tailor our approach to each client's unique financial situations and life goals, grounded in the latest research in finance and economics, and prioritize their values and aspirations.

We build long-term relationships with our clients and provide ongoing support and education to help them achieve financial freedom and peace of mind. We take the time to get to know our clients personally, understanding their unique financial situation, risk tolerance, long-term goals, and values. We create a tailored plan that may include investments, asset protection, tax strategies, superannuation and retirement planning, estate planning, and other services that align with our client’s values and aspirations.

Our ultimate goal is to empower our clients to use their resources effectively and make informed financial decisions that help them achieve the financial freedom they deserve. We strive to help our clients avoid conflicting financial decisions and maintain control of their finances.

As a Navel Private Wealth client, you will be assigned to a highly skilled and experienced financial adviser who has spent thousands of hours helping clients achieve their financial goals and is held to the highest fiduciary and ethical standards.

Whatever your financial situation, our highly experienced financial adviser provides you with a personalised financial plan based on what really matter to you in a way that aligns with your financial objectives and values.  With specialist guidance, you will optimise your financial resources and make the most of your money.

Working with us, you will experience transparency, accountability, and understanding of you and your desires.

Whether you need scaled or holistic advice, we will provide you with customized solutions and recommendations that deliver results.

Scaled advice is personal advice that is limited in scope, whether that be a response to a specific range of issues or the need to address a particular area of your financial life.

Holistic advice will cover more comprehensive strategies to build wealth and manage and protect your lifestyle and assets. It focuses on wealth creation, accumulation, protection and preservation, planning your income needs for the present and retirement, and determining how to pass assets onto the next generation, all in a tax-effective manner.

We offer a fee-based service, providing financial and wealth management advice uniquely designed to align with your values and objectives.

To understand your financial needs and objectives, and so that our adviser can recommend tailored solutions that help you satisfy those requirements, the process is as follows:

Navel Private Wealth is an authorised representative of Lifespan Financial Planning Pty Ltd trading as Lifespan Financial Planning ABN 23 065 921 735, AFSL No: 229892. Contact us today to schedule a private consultation and to learn about how we can help you achieve your financial goals and aspirations.